Core Insights - The three major telecom operators in China have received approval to conduct commercial trials for eSIM mobile services, with China Mobile and China Unicom announcing this development [1][4][6] - Apple has officially announced that pre-orders for the iPhone Air will begin on October 17, with sales starting on October 22, which exclusively supports eSIM technology [1][6] Group 1: eSIM Technology Overview - eSIM is an electronic SIM card that can be downloaded to mobile devices, allowing users to activate cellular networks without a physical card, providing the same functionality as traditional SIM cards [1] - The introduction of eSIM technology is expected to enhance the seamless connectivity and collaborative capabilities across various devices, including smartphones, smartwatches, tablets, and automotive equipment [4][6] Group 2: China Mobile's Initiatives - China Mobile has been actively involved in the development and innovation of eSIM technology, participating in the formulation of GSMA eSIM international standards and focusing on domestic technology advancements [4] - The company aims to create a secure and efficient eSIM environment, promoting the widespread adoption of eSIM technology [4] Group 3: China Unicom's Progress - China Unicom has made significant strides in eSIM technology since 2015, achieving a milestone with the approval of eSIM mobile services, which completes its eSIM service ecosystem [6] - The company has adapted 75 devices for eSIM use, serving millions of users across various sectors, including consumer electronics and industrial connectivity [6] Group 4: Market Trends and Future Outlook - The global eSIM chip shipment is projected to reach 446 million units in 2023, indicating a growing trend in the adoption of eSIM technology across consumer electronics and IoT applications [8] - Major Chinese manufacturers like Huawei, Xiaomi, OPPO, and vivo are contributing to the growth of eSIM technology by launching devices that support this feature [8]

Group 1 - The three major telecom operators in China have received approval to conduct commercial trials for eSIM mobile services [1] - China Unicom was the first to receive approval in early September, followed by China Telecom and China Mobile in October [1]

Market Overview - On October 13, the communication services sector rose by 0.23% compared to the previous trading day, with Zhongjia Bochuang leading the gains [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Stock Performance - Zhongjia Bochuang (000889) closed at 3.79, up 5.87% with a trading volume of 650,500 shares and a transaction value of 239 million yuan [1] - Other notable performers included: - Sanwei Communication (002115) at 11.21, up 1.45% [1] - Putian Technology (002544) at 25.30, up 1.08% [1] - China Telecom (601728) at 6.83, up 1.04% [1] - China Mobile (600941) at 106.95, up 0.34% [1] Fund Flow Analysis - The communication services sector saw a net inflow of 32.29 million yuan from institutional investors, while retail investors contributed a net inflow of 36.6 million yuan [2] - Notable net inflows from individual stocks included: - China Unicom (600050) with a net inflow of 1.82 million yuan [3] - Putian Technology (002544) with a net inflow of 55.92 million yuan [3] - Conversely, significant net outflows were observed in: - China Telecom (601728) with a net outflow of 79.73 million yuan [3] - Zhongjia Bochuang (000889) with a net outflow of 8.71 million yuan [3]

本报讯(记者袁传玺)天眼查App显示，近日，联通网络安全股权投资基金(广州)合伙企业(有限合伙)成 立，执行事务合伙人为联通新沃创业投资管理(上海)有限公司，出资额10亿元，经营范围为以自有资金 从事投资活动。合伙人信息显示，该基金由中国联通（600050）旗下联通战新私募股权投资基金(武汉) 合伙企业(有限合伙)、联通创新创业投资有限公司、联通新沃创业投资管理(上海)有限公司及上海国泰 君安创新股权投资母基金中心(有限合伙)等共同出资。 ...

Core Insights - The 2025 Media Integration Development Conference in Ordos showcased the latest breakthroughs and applications in media integration technology, emphasizing its role as a platform for innovation and industry foresight [1] Group 1: Media Integration Technology - The "Media Integration Technology Exhibition" highlighted cutting-edge technologies and their applications, featuring top institutions and companies such as China Unicom, Huawei, and Baidu, which collectively illustrate the profound transformation in the media landscape [1] - The exhibition demonstrated that media integration technology has expanded beyond information dissemination to core aspects of social management and services, showcasing its potential to enhance community governance [2] Group 2: Innovative Solutions - China Unicom's "Grassroots Smart Governance Platform" exemplifies how technology can empower community governance, integrating services, publicity, and education into a digital platform for grassroots party-building efforts [2] - The Xinhua Finance Professional Terminal, developed by China Economic Information Service and China Electronic Cloud, represents a new paradigm in financial information services, utilizing a comprehensive AI architecture to address practical challenges in business scenarios [2] Group 3: Advanced Technologies in Media Production - The National Key Laboratory for Media Integration Production Technology showcased advanced technologies such as big data and AI, with tools like "Xinhua Miaobi" providing intelligent writing support for public officials [3] - Huawei's OceanStor Pacific 9928 storage solution and Atlas 900 A3 SuperPoD computing power are designed to enhance the entire media production process, facilitating the integration of hardware and intelligent applications [4] Group 4: Industry Ecosystem - The exhibition revealed a collaborative media integration ecosystem, with companies like Yonyou and Zhongke Wenge providing robust information support and decision-making services, respectively, indicating a shift towards a more integrated and synergistic media industry [5] - The event underscored that media integration is a crucial path for the high-quality development of the media industry, reflecting how technology is reshaping media forms and expanding their functions [5]

Core Viewpoint - China Unicom has officially opened the eSIM reservation channel, with over 60,000 reservations made as of the report date [1] Group 1: eSIM Business Development - China Unicom has confirmed its capability to handle eSIM mobile services [1] - The company plans to conduct commercial trials following the official launch of eSIM-enabled devices, specifically the iPhone Air, in China [1] - The customer service team has not provided specific timelines regarding the release of the eSIM-enabled devices [1]

此前苹果发布的iPhone Air因内置eSIM、不需要实体SIM卡备受关注，但并未第一时间在中国上市。九 月，苹果曾表示"正与监管机构紧密合作，力争尽快在中国推出"。（第一财经记者 郑栩彤） 10月13日，中国联通在官方平台表示，近期已正式获得开展eSIM手机运营服务商用试验的批复，同时 开放eSIM预约通道。 中国联通：eSIM手机商用试验获批 ...

Core Insights - China Unicom has officially received approval to conduct commercial trials for eSIM mobile services, marking a significant milestone in its decade-long technological development in the eSIM field [1] - This breakthrough is expected to inject new momentum into the development of the digital economy and innovation in terminal connectivity [1] Company Developments - Since initiating technology research in 2015, China Unicom launched eSIM wearable services in 2018 and has since obtained licenses for IoT, laptops, and tablets [1] - The company has adapted a total of 75 terminal devices, covering various scenarios including consumer electronics, industrial connectivity, and smart travel [1] - The user base for these services has surpassed several million [1]

随着eSIM手机业务的获批，中国联通实现eSIM全场景业务闭环。专家表示，eSIM技术以高安全性、稳 定性及运营商灵活切换等优势，带来"免插卡激活、多设备协同、全球无缝漫游"的便捷体验，同时推动 个人终端向"轻量化、多模态"演进。 转自：北京日报客户端 据悉，中国联通自2015年启动eSIM技术研发，2018年在国内推出eSIM可穿戴业务，后陆续获得物联 网、笔记本与平板类业务许可。目前中国联通已累计适配终端75款，覆盖消费电子、工业互联、智慧出 行等场景，服务用户规模突破数百万。 ...

Core Insights - China Unicom has officially launched a nationwide reservation channel for eSIM services, sparking speculation about the imminent release of the domestic iPhone Air in China [1][4] - The eSIM technology has gained attention following the September release of the new iPhone, with China Unicom being the first operator to support eSIM in mainland China [1][2] - The rapid growth in reservations, exceeding 60,000 by the evening of October 13, indicates strong market interest and readiness for eSIM services [2] Industry Developments - eSIM, or Embedded Subscriber Identity Module, is a new generation SIM card standard that eliminates the need for a physical SIM card slot, allowing users to switch and manage networks remotely [2][3] - The adoption of eSIM technology is driven by smartphone manufacturers' desire for thinner and more integrated designs, with major brands like Apple, Huawei, and OPPO leading the charge [2] - Apple’s iPhone Air will be the first model sold in China without a traditional SIM card slot, requiring users to select an eSIM-compatible operator for mobile network access [3][4] Competitive Landscape - China Unicom has been proactive in eSIM deployment, having launched eSIM services for wearable devices as early as 2018 and developing its own eSIM management platform [4] - The competitive dynamics among the three major operators—China Unicom, China Telecom, and China Mobile—are intensifying, with each seeking to leverage eSIM technology to attract high-value users [4][5] - China Telecom and China Mobile are also preparing to launch their eSIM services, with China Mobile reporting over 150,000 reservations within hours of opening its eSIM appointment system [5]